Facebook (FB) is valuing itself at as much as $96 billion in its upcoming IPO.  This reflects a valuation of 24 times sales in the past 12 months versus 5 times sales for Google (GOOG).  While Facebook likely can grow revenue at a greater rate than Google over the short term, paying such a premium...Read More

This was a really interesting article on some of the concerns that advertisers are having about Facebook, and the inability to track whether sales are coming directly from their advertising efforts.  I remember hearing similar concerns about search advertising earlier in its development and I think it is likely that Facebook will make it easier...Read More

Sales growth continues to be explosive for Facebook before their upcoming IPO.  I’d be really surprised to see the IPO valued at less than $100 billion but there is no denying the wonderful potential of this company.  There has been a lot of speculation regarding an agreement with Microsoft on search which I really believe...Read More

RIMM came out with lackluster earnings today as expected.  This is going to be a rough year for the company as we await their new phone which won’t be out until later this year.  I think the WSJ did a great job outlining a few of the likely suitors for RIMM.  I think Microsoft and...Read More

I think Yahoo (YHOO) made a very intelligent move protecting their patent and going after Facebook at this juncture.  They made a similar move when Google (GOOG) was going public and they ended up settling which I think is likely in this case as well.  Facebook doesn’t want litigation like this lingering around during the...Read More